Comments
Transcript
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JRI'd love to hear the "QE is not money printing" team's (Brent Johnson, Jeff Snider, Steve Van Metre) interpretation of Roger's claim @30mins - that while banks don't lend against bank reserves to the "real economy" - they DO make balance sheet space available (against QE created reserves) for hedge funds to lever up against and buy assets.
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CMPlease, no more Cramers (Dave and Tony). Thank you for Roger.
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CMAsh steps out of his empty elevator to see tumbleweeds blowing over Sutton Place, six shooter not required.
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PBThe right 3 guys on days like this
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DGRoger sounds like he's long. In the Fed we trust.
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TSExpecting higher yields? Excuse me, the world is imploding.
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DRSell, sell sell. Robin Hoodies dropping their BitCoin. All I know is the it makes sense to have smaller less correlated trades with tight leashes. Dollar long, TIPS, commodities, EM plays, get off margin and be ultra selective, ignore the FOMO screamers ... you know the ones that go parabolic with bad fundamentals. I am losing my faith on the VIX as a meaningful indicator. Nice spike after the market already tanked. I feel like the only trader that is always a week late in my best researched ideas. I was researching inverse ETFs two weeks ago but my concern of them going to zero and the recent 5 day QQQ rally got me distracted. The reverse ETF idea came from this lousy trader called Tom Basso, lol.
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RDRV team. It would be great to hear a debate between the hypothesis discussed in the interview with Brent Johnson and Steven Van Metre, that is QE is not real money that banks can lend out.... and the contratrian traditional view such as Roger alluded to in the interview where he suggested FED prints, gives to Banks, they give to thier shadow market mates to trade the market and that is a significant reason why the market keeps moving up. Thoughts anyone?
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SCDave was great in his "technical analysis" series. I missed his input, and this is a timely return. Thanks.
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DSGreat DB!! Ash, Roger and Dave have great insights!! Bring the DB back behind the paywall. This info should be paid for....yes?
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JRLove the reference to the true definition of decimated! Well done RH.
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ABGood luck with the house buying, Roger. Strange times we live in.
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vkAmzing deep Insight
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AKAwesome call on silver by Dave the last time he was on RVB.
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JSSuggestion: Can someone tomorrow refer to the news that China is selling US treasuries massively? Many. Thanks
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INOh, it is so good to have Roger back!
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MREvery RVDB with Roger Hirst is an instant classic.
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MCYesterday and today's interviews were bookends. Interesting take on the 10 yr yield...I see a ST double top whose support broke at 62 bips and measures down to the August low retest around 50 bips quite nicely...;) That March low is lying in the weeds But as the two armed trader...TLT ended where it started (thought bonds would be grabbed in the face of the selloff) and gold actually lost...wouldn't have expected that with yields dropping so much. On the other hand, JPM closed below its previous open and today's open despite an upgrade and the value stock chatter. Ditto KBE. very strange.
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GBBig thumbs up for Roger. Super interesting, clear and understandable. Sometimes the 'superstar' guys are unintelligible, posturing and seemingly playing the 'dramatic lead'. Ash always does a great job facilitating the conversation. Thanks!
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JSOne time a week Dave and Tony. Great idea to have perspective of prop traders. :)
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ATAsh you are fantastic at what you do Thanks for your work: you seem so prepared and smart as hell too. I really appreciate Roger's brilliance, but maybe as Raoul once said it's just the accent! (ha!) Trying to put together the Fed pieces; the hot potato metaphor is something John Hussman has referred to re the asset swap between banks and Fed but he also maintains the potato ceases to be hot when the investment landscape is no longer perceived as attractive. Left wondering how much of the Fed effect is Pavlovian. Looking forward to the Jeff Snider interview I'll get to tomorrow.
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MCI hope everyone notices the (huge +ve) difference between Dave Floyd and other shorter term trader guests who appear on DB. Lots to learn from Dave. Huge thumbs up.
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scThumbs up for Roger Hirst interview.
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DCI feel like everything Dave Floyd said, was the logic that I have been endoctrined with over the years. I hope we are both not the product of heuristics and bias.
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RDAwesome two interview Ash. Love the poker face one liner about purchasing stock on an iPhone.. Gold!